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Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $11.2B
1-Year Est. Return 20.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.82B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$83.2M
4
ABT icon
Abbott
ABT
+$58.7M
5
GE icon
GE Aerospace
GE
+$55.7M

Top Sells

1
+$64.3M
2
+$58.5M
3
+$51.2M
4
T icon
AT&T
T
+$33.4M
5
AEP icon
American Electric Power
AEP
+$33.2M

Sector Composition

1 Consumer Discretionary 17.96%
2 Financials 14.98%
3 Technology 13.46%
4 Consumer Staples 11.38%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-8,177
1127
– –
-2,167
1128
– –
-204,283
1129
– –
-27,021
1130
– –
-128,146
1131
– –
-12,450
1132
– –
0
1133
– –
-25,068
1134
– –
-513,910
1135
– –
-89,514
1136
– –
-271,735
1137
– –
-15,279
1138
– –
-31,968
1139
– –
-124,378
1140
– –
0
1141
– –
-196,448
1142
– –
-99,062
1143
– –
-72,734
1144
– –
-41,942
1145
– –
-6,200
1146
– –
-7,812
1147
– –
0
1148
– –
-86,786
1149
– –
0
1150
– –
0
44 45
46
47 48